Edit a dashboard

task australia Updated Sep 10, 2026 1 min read edit-a-dashboard-ppw.md
Raw file servicenow.com

Customize or edit a dashboard by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.

Before you begin

Role required: admin or apw_admin

Procedure

  1. Navigate to Workspaces > Portfolio Planning Workspace.

  2. Select the Demands icon [Omitted image "demands-icon.png"].

  3. Select Edit.

  4. Select Add new element.

    A list of available elements appear in the drop-down.

  5. Select a widget type and configure it.

    For more information, see Edit Platform Analytics dashboards.

  6. Drag to move the widget or resize.

  7. Select Save.

  8. Select Exit editing mode.

Search documentation
Search document titles and file paths on the australia branch